Matthew Craig Slaney
Amministratore Delegato presso FinArc Investments, Inc.
Profilo
Mr. Matthew C.
Slaney, CFA MBA, is President at FinArc Investments, Inc. He currently oversees the firm’s strategic direction, investment decisions, operations and compliance, sales efforts, and client relationships.
He joined the predecessor of FinArc Investments in 1999 and became president and sole owner of the company in November 2012.
With more than 20 years as an investment professional, he understands the important role a trusted financial advisor plays and he deeply values each client relationship.
In addition to overseeing the firm and chairing the FinArc advisory board, he also manages client portfolios and analyzes equity and fixed income securities, covering a broad selection of industries.
Mr. Slaney was previously employed as President & Portfolio Manager by FinArc LLC.
Prior to joining FinArc, he was a municipal bond research associate for Colonial Management Associates.
Mr. Slaney earned a Bachelor of Science degree in business administration from Northeastern University's honors program and a Master of Business Administration degree from the Carroll School of Management at Boston College.
He earned the Chartered Financial Analyst designation and passed the Series 65 exam administered by the Financial Industry Regulatory Authority.
He is a member of CFA Institute, The Boston Security Analysts Society, the Exit Planning Exchange and Boston College Club.
Posizioni attive di Matthew Craig Slaney
Società | Posizione | Inizio |
---|---|---|
FinArc Investments, Inc.
FinArc Investments, Inc. Investment ManagersFinance FinArc Investments, Inc. is an independent SEC-registered asset management firm headquartered in Norwood, Massachusetts. The firm was founded in 2012 and designs custom investment plans for individuals, families, corporate retirement plans, and nonprofits. | Amministratore Delegato | 01/11/2012 |
Precedenti posizioni note di Matthew Craig Slaney
Società | Posizione | Fine |
---|---|---|
Colonial Management Associates, Inc. | Corporate Officer/Principal | - |
FinArc LLC
FinArc LLC Investment ManagersFinance Founded in 1996 by Catherine Friend White, FinArc LLC is a fee-only registered investment advisor located in Norwood, Massachusetts. The firm offers investment management, retirement planning, college savings planning and socially investment strategies. Their clients include investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Presidente | - |
Formazione di Matthew Craig Slaney
Boston College | Masters Business Admin |
Northeastern University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
---|---|
Colonial Management Associates, Inc. | Finance |
FinArc LLC
FinArc LLC Investment ManagersFinance Founded in 1996 by Catherine Friend White, FinArc LLC is a fee-only registered investment advisor located in Norwood, Massachusetts. The firm offers investment management, retirement planning, college savings planning and socially investment strategies. Their clients include investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
FinArc Investments, Inc.
FinArc Investments, Inc. Investment ManagersFinance FinArc Investments, Inc. is an independent SEC-registered asset management firm headquartered in Norwood, Massachusetts. The firm was founded in 2012 and designs custom investment plans for individuals, families, corporate retirement plans, and nonprofits. | Finance |
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